Case Study: a large investment management and investment services provider creates new revenue streams with ActiveViam Atoti

Creating New Revenue Streams by Offering Collateral Services

A large investment management and investment services provider faced the challenge of offering its buy-side clients a unified view of their complex collateral data, which was scattered across five different systems. This fragmentation forced clients to manually sift through numerous Excel reports, making it a lengthy and difficult process to manage collateral and counterparty exposures. To address this and create a new revenue stream, the firm turned to ActiveViam.

Using ActiveViam's Atoti technology, the company consolidated its data into a single collateral hub. This solution provided clients with a web-based portal featuring multi-dimensional analysis capabilities, delivering a consolidated and transparent view of all their collateral positions. As a result, clients can now access relevant information quickly and easily, enhancing their ability to meet regulatory requirements and manage exposures through a single platform.